Advisor at Triumph Investment Advisory Group, LLC
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Firm
Triumph Investment Advisory Group, LLC
Location
Rochester, MI 48307
Credentials
Series 65
Industry experience
11 years
Michael Skrzypczak is the sole advisor at Triumph Investment Advisory Group, LLC in Rochester, MI, holding a Series 65 designation with 11 years of industry experience. He has been self-employed since 2010. Triumph Investment Advisory Group provides fee-based investment advisory and money-management services to individuals, high-net-worth clients, trusts, and charitable entities, along with financial and retirement planning. The firm employs a client-focused, value-oriented investment approach and offers educational seminars, regular portfolio reviews, and flexible financial planning options.
Based on Triumph Investment Advisory Group, LLC
Based on Triumph Investment Advisory Group, LLC
Initial client fee of $200; set fee option for financial planning available
$0+: 1.2% annually on equity assets $0+: 0.5% annually on fixed income/cash assets
$100/hour for financial planning services
Minimum fee: $80 quarterly fixed fee Fee-only: Fee-only financial advisor; no commissions on investments purchased or sold for clients.
1059 Pointe Place
Rochester, MI 48307
Michigan
SELF-EMPLOYED
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
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